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This chapter describes viewing reports in BI Publisher, including interacting with report components, viewing alternative layouts, changing output options, and creating interactive pivot tables.
View a report in your Web browser using the report viewer.
Depending on the report properties and your user permissions, you can select and view different layouts, interact directly with displayed data, change the output type, or send the report to someone else. All reports reside in the catalog.
The Home page displays recently viewed and your favorite reports for quick access. Shared Folders contains the reports and folders you have been granted access to based on your role.
Open the appropriate folder and then click the report name or the Open link for the report. This action runs the report using the options set in the report definition.
Some reports are not configured for online viewing. For these reports, the Open link does not display. Select Schedule to schedule a report job. See Section 4. Some reports require you to select parameter values before running the report. If the report does not immediately display data, then select values for the displayed parameters and click Apply. The following are options available in the report viewer.
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Not all options are available for all reports. See each section for more details:. Reports that enable parameter value input present the parameter selection prompts in the report viewer. The presentation of the prompts varies according to the report configuration. Parameters can be presented on the top of the report viewing area, to the left side of the report viewing area, as a pop-up dialog, or as prompts on the page before the report is displayed.
The parameter prompts can be hidden or displayed by clicking the Parameters action button in the upper right area of the report viewer. Some reports include an Apply button that you must click to redisplay the report after making parameter selections.
If there is no Apply button, the report is regenerated automatically after you make a new value selection. The display of the Apply button is a parameter property setting. A list may be displayed as a menu or all values of the list may be displayed in a series. Some lists support multiple selections. A multi-select list displays a check box next to each item.
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Click the box to select the item. Click the box again to deselect the item, as shown in Figure Lists with many values support search. Click Search at the bottom of the scroll list to open the Search dialog. See Section 3. A date editor that launches a calendar from which to select the date, as shown in Figure To search for a parameter value in a list, click Search at the bottom of the parameter scroll list to launch the Search dialog.
Enter a search string and then choose whether the value you are looking for starts with, ends with, or contains the entered string. Figure Parameter Search Dialog.
For parameters that support multiple value selections, the search dialog includes a shuttle interface to select multiple returned values.
When multiple layouts are available, they are displayed as separate tabs in the report viewer page, as shown in Figure To view the report displayed in a different layout, click its tab. Note that different layouts may have different output types enabled.
The View Report list contains other output types that are available for this report. When you select an option from the menu, the output automatically renders either in the browser or in a spawned application. Interactive output enables pop-up chart value displays, scrollable and filterable tables, and other interactive features for a report.
This output type is optimized for printing. If you have a word processing application installed, such as Microsoft Word or OpenOffice. Excel - select this output type to view the report in Excel if you have Microsoft Excel This option supports embedded images, such as charts and logos. Excel - select this output type only if you are running the earlier versions of Microsoft Excel or It does not support embedded images.
Excel - select this option to generate the report in Excel. If you have Excel or later installed, this option provides the best preservation of layout and formatting. For output format Excel file extension xlsx , BI Publisher does not apply any formatting for number and date.
The formatting is handled by Microsoft Excel. For example:. If the Microsoft Windows Region and Language of the client computer is set to English United States , then the numbers and dates are formatted in en-US locale in the Excel output file.
If the Microsoft Windows Region and Language of the client computer is set to French France , then the numbers and dates in the same Excel output file are formatted in fr-FR locale.
PowerPoint - select this output type to generate a PowerPoint file. Flash - displays output for templates designed using Adobe Flash. CSV - displays the data in comma separated value format. This is a display issue only.
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The data is saved properly if you choose to export the data. Use this option to send or save HTML output and retain the embedded images and stylesheet formatting. The Actions menu provides more actions that you can take on the report.
The complete list of possible options follows.
The options that are available to you depend on your user privileges and properties set for the report. The full list of options is shown in Figure Add to My Favorite adds this report to your My Favorites list on your home page.
Edit Report enables you to update the report definition. For example, you can add or create new layouts, update the report properties, or change the default parameter values.
Edit Layout enables you to update the layout you are viewing. You can then open it in the appropriate application. Export exports the report to the default application for the output type you select for example: Adobe Acrobat for PDF output or Microsoft Excel for Excel output. Send enables you to schedule the report for immediate delivery to an e-mail address, printer, or other destination. The Send action launches the Schedule Report Job page where you can select the output, destination, and notification options.
You cannot send a report in Interactive mode. Schedule creates a job to run and distribute the report. Jobs enables you to view and manage currently scheduled jobs for this report. See Section 5. Job History enables you to view completed and running report jobs. See Section 6. Republish from History enables you to select a previously scheduled, completed job and specific output for viewing in the report viewer. Analyzer enables you to create ad hoc pivot views of the data using the Online Analyzer.
Analyzer for Excel exports the report data to Microsoft Excel and enables you to manipulate the report using BI Publisher's plug-in for Excel. Share Report Link enables you to generate a link that you can copy and reuse, based on the report that you are currently viewing. When you select an option, a dialog displays the URL to the report. You can control what the URL displays as follows:.
No Header displays the current report without the BI Publisher logo, tabs, or navigation path. No Parameters displays the current report without the header or any parameter selections. The Actions menu, Export, and View Report menus are still available. Document Only displays the URL to the current report document only. No other page information or options are displayed.
Share Report Link is a report property that can be disabled. The online Analyzer enables you to create ad hoc analyses of your data by quickly dragging and dropping your report data elements into a pivot table structure. You can then save the pivot table as a layout for the report. The interface enables you to easily rearrange and pivot the data by dragging items to different row, column or summary positions.
You can limit the data displayed in the pivot table by defining page-level filters. The page-level filter is an element from the data set by which to specify the results displayed in the table. Drag and drop the desired element from the data pane to the Page item area to automatically create a menu of the values for that element. You can then select a value from the list to filter the results in the table to display only the data that corresponds to your selection.